Top CFP Tutors serving Long Island
Sarah: Long Island CFP tutor
...and re-testers alike; whatever your situation, we can find a strategy that is unique to you and your needs. We'll start with a study calendar that charts out your time to the exam, and how best to utilize your time based on your circumstances, learning style, and needs. Whether you need a sounding board to confirm your understanding, visual aids, practice quizzes, or mini lessons, we'll find the strategies that get you to your "ah-ha"...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 86
- SIE
- +9 subjects
Richard: Long Island CFP tutor
I have been in Finance for 20+ yrs specializing in Investments, Financial Planning and Estate Planning. I enjoy trading, technical analysis and reading/writing about the stock market. I enjoy sharing my years of knowledge and experience with others.
Education & Certification
- Westminster College - Bachelor in Business Administration, Business, General
Subject Expertise
- CFP
- Series 63
- Series 66
- CPA
- +31 subjects
Stephen: Long Island CFP tutor
...that are often overlooked in traditional education. I believe in a student-centered approach, tailoring my methods to accommodate different learning styles, whether through hands-on problem-solving or practical real-world applications. I find fulfillment in helping students grasp complex topics and develop their financial literacy, as I believe that knowledge is power. Additionally, my experience teaching children with special needs has honed my ability to connect with students of all ages. I look forward to making a...
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- CFP
- Insurance License
- AACN - American Association of Colleges of Nursing
- Real Estate License
- +21 subjects
Christopher: Long Island CFP tutor
...previous experience in accounting and higher education, I specialize in preparing adult learners and college students for securities industry exams, including the SIE, Series 7, Series 66, and CFP certification. My teaching philosophy centers on breaking down complex financial concepts into manageable parts, using visual aids and interactive discussions to engage students. I enjoy creating a supportive learning environment where students can confidently grasp the intricacies of financial planning and investing. My professional background in...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- CFP
- Series 66
- Series 65
- Series 7
- +4 subjects
James : Long Island CFP tutor
...of my experiences to explain a concept and very often by tying together several seemingly unrelated concepts and using an historical perspective. I don't just want my students to memorize things, I want them to understand why these things exist. Third, and most importantly, I have spent my entire life, both my career and my extensive volunteer work, with one goal in mind, helping others. Nothing makes me happier to have the opportunity to help...
Education & Certification
- Lafayette College - Bachelor in Arts, Economics
- Rutgers University-Newark - Masters in Business Administration, Business Administration and Management
Subject Expertise
- CFP
- AFSP - Annual Filing Season Program
- SAEE - The Special Agent Entrance Exam
- SEE - Special Enrollment Exam
- +48 subjects
Melinda: Long Island CFP tutor
...techniques I used to simplify the challenge of the exam, and I want to share those same skills with anyone on this platform seeking exam help. Studying doesn't require all-nighters, nor should it be anxiety-provoking by default; so I share skills which I hope can spark a lifetime of easier learning. A perpetual honors student, I graduated Summa Cum Laude with my bachelor's in Accounting from Towson University about 8 years ago; in which time,...
Education & Certification
- Towson University - Bachelor of Science, Accounting
Subject Expertise
- CFP
- CPA
- Algebra
- Marketing
- +80 subjects
John: Long Island CFP tutor
...of learning from my backgrounds in Communication Studies, Women's Studies Gender Studies, and Social Work. I believe in the potential for any student to achieve an A in every course and in every assignment. More so than a grade, my goal is to help students fall in love with the process of learning. Feedback from successful students has allowed me to recognize how effective the approaches toward tutoring mine have been for all learning types...
Education & Certification
- Loyola University-Chicago - Bachelor in Arts, Communication, General
- Loyola University-Chicago - Master of Social Work, Social Work
Subject Expertise
- CFP
- CPC - Certified Professional Coder (medical billing)
- CAPM - Certified Associate in Project Management
- Exam PA - Predictive Analytics
- +455 subjects
Joshua: Long Island CFP tutor
I want my students to have fun while learning, and know why they are learning certain topics. I can use my 15 years of industry experience to share how learning topics would be applied during real life situations. I want my student to not only pass their exam, but also have confidence in their future careers.
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 63
- Insurance License
- Series 66
- +8 subjects
Garrett: Long Island CFP tutor
...the hard work that myself and my peers put into these tests when we were preparing, and most still did not pass. I have learned the difficult tasks required to increase your chances of passing this test and many other finance-related exams. My teaching and coaching style is based on patience and ensuring a strong base understanding of the answer, and how to confidently and consistently answer similar questions going forward. My goal will be...
Education & Certification
- Post University - Bachelor of Science, Business Administration and Management
Subject Expertise
- CFP
- Productivity
- Macroeconomics
- College Economics
- +9 subjects
Nicholas: Long Island CFP tutor
Through almost a decade as a financial planner, I enjoy helping others enter the field and continue to develop their expertise. I tutor the Series 6, 63, 65 and 7 exams and the CFP Board exam.
Education & Certification
- Susquehanna University - Bachelor of Science, Finance
Subject Expertise
- CFP
- Series 65
- Series 63
- Series 7
- +8 subjects
Private CFP Tutoring in Long Island, NY
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